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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 27.59%
This Fund
S&P 500
This Quarter Est. Return
+14.09%
1 Year Est. Return
+27.59%
3 Year Est. Return
+97.89%
5 Year Est. Return
+132.69%
10 Year Est. Return
+500.34%
AUM
$40.9B
AUM Growth
+$6.08B
Cap. Flow
+$2.16B
Cap. Flow %
5.29%
Top 10 Hldgs %
33.91%
Holding
2,656
New
37
Increased
1,264
Reduced
635
Closed
96

Top Buys

Rank Stock Value
1
AMRZ
Amrize Ltd
AMRZ
+$459M
2
AAPL icon
Apple
AAPL
+$167M
3
MSFT icon
Microsoft
MSFT
+$148M
4
NVDA icon
NVIDIA
NVDA
+$141M
5
UBS icon
UBS Group
UBS
+$123M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$104M
2
CME icon
CME Group
CME
+$92.2M
3
PG icon
Procter & Gamble
PG
+$67.1M
4
VZ icon
Verizon
VZ
+$53.3M
5
DFS
Discover Financial Services
DFS
+$51.8M

Sector Composition

Rank Sector Weight
1 Technology 31.17%
2 Financials 17.35%
3 Healthcare 10.51%
4 Consumer Discretionary 9.61%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NPKI
2226
NPK International
NPKI
$1.15B
$135K ﹤0.01%
15,848
– –
EGBN icon
2227
Eagle Bancorp
EGBN
$843M
$135K ﹤0.01%
6,917
-2,685
-28% -$49.8K
REX icon
2228
REX American Resources
REX
$1.43B
$135K ﹤0.01%
5,532
– –
ABX
2229
Abacus Global Management
ABX
$913M
$135K ﹤0.01%
+26,200
New +$194K
TFSL icon
2230
TFS Financial
TFSL
$4.83B
$134K ﹤0.01%
10,381
– –
OLP
2231
One Liberty Properties
OLP
$512M
$133K ﹤0.01%
5,595
– –
WGO icon
2232
Winnebago Industries
WGO
$906M
$133K ﹤0.01%
4,596
-3,273
-42% -$107K
ASTL icon
2233
Algoma Steel
ASTL
$468M
$133K ﹤0.01%
19,329
– –
SKYE icon
2234
Skye Bioscience
SKYE
$18.7M
$133K ﹤0.01%
31,847
+9,969
+46% +$20.6K
LEGH icon
2235
Legacy Housing
LEGH
$676M
$133K ﹤0.01%
5,873
+4,621
+369% +$108K
ARIS
2236
DELISTED
Aris Water Solutions
ARIS
$132K ﹤0.01%
5,581
– –
YORW icon
2237
York Water
YORW
$518M
$132K ﹤0.01%
4,163
– –
MAX icon
2238
MediaAlpha
MAX
$830M
$131K ﹤0.01%
11,928
– –
FCBC icon
2239
First Community Bankshares
FCBC
$902M
$131K ﹤0.01%
3,334
– –
RSKD icon
2240
Riskified
RSKD
$712M
$130K ﹤0.01%
26,082
– –
MLTX icon
2241
MoonLake Immunotherapeutics
MLTX
$1.47B
$130K ﹤0.01%
2,753
– –
SPRY icon
2242
ARS Pharmaceuticals
SPRY
$587M
$129K ﹤0.01%
7,419
– –
TIPT icon
2243
Tiptree Inc
TIPT
$673M
$127K ﹤0.01%
5,399
– –
ADTN icon
2244
Adtran
ADTN
$622M
$127K ﹤0.01%
14,186
– –
IMKTA icon
2245
Ingles Markets
IMKTA
$1.62B
$127K ﹤0.01%
2,001
+837
+72% +$52K
AGL icon
2246
Agilon Health
AGL
$1.63B
$126K ﹤0.01%
2,184
– –
XPEL icon
2247
XPEL
XPEL
$1.31B
$125K ﹤0.01%
3,493
– –
EVER icon
2248
EverQuote
EVER
$900M
$125K ﹤0.01%
5,178
-3,225
-38% -$76.4K
PUMP icon
2249
ProPetro Holding
PUMP
$1.43B
$125K ﹤0.01%
20,968
– –
FPI
2250
Farmland Partners
FPI
$424M
$125K ﹤0.01%
10,826
– –
88 89
90
91 92

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Zurich Cantonal Bank's Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Cantonal Bank held 2,656 positions worth $40.9B, up 17% from $34.8B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Zurich Cantonal Bank deployed $2.16B of net new capital in Q2 2025, opening 37 new positions and adding to 1,264 existing holdings. Its largest new stake was Amrize Ltd: 9,097,290 shares worth $452M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $104M trimmed.

  • Zurich Cantonal Bank's largest Q2 2025 buy was Amrize Ltd: 9,097,290 shares worth $452M.
  • Zurich Cantonal Bank added most to Apple in Q2 2025, an estimated $167M increase.
  • Zurich Cantonal Bank's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $104M.
  • Zurich Cantonal Bank fully exited Discover Financial Services in Q2 2025, selling an estimated $51.8M.
  • Zurich Cantonal Bank's ten largest holdings make up 34% of its $40.9B portfolio in Q2 2025.
  • Zurich Cantonal Bank opened 37 new positions and closed 96 in Q2 2025.
  • Zurich Cantonal Bank's portfolio value rose 17% quarter-over-quarter to $40.9B.

Based on Zurich Cantonal Bank's 13F filing for Q2 2025, filed 7 Aug 2025.